Moelis & Company combines exceptional business quality — a Piotroski score of 9 out of 9, 42% return on equity, and superior margins relative to peers — with a recently broken earnings beat streak and virtually no remaining upside to the near-term technical target, suggesting the quality franchise is fairly priced and patience is the appropriate stance.
Thesis pillars
- Fully Priced Near Term Target→Stable
- Exceptional Business Quality→Stable
- Beat Streak Recently Broken→Stable
- +1 more pillar — see the Why tab for full reasoning
Moelis & Company (MC) Stock Analysis
Range Bound setup · Catalyst-Driven edge
Financial Services · Capital Markets
Hold if already holding. Not a fresh buy at $68.55, but acceptable to hold if already in. Reason: Analyst target reached - limited upside remaining.
Moelis & Company is a global independent investment bank founded in 2007, providing M&A, recapitalization, restructuring, capital markets, and private capital advisory services to corporations, financial sponsors, governments, and sovereign wealth funds. The firm employed 1,416... Read more
Hold if already holding. Not a fresh buy at $68.55, but acceptable to hold if already in. Reason: Analyst target reached - limited upside remaining. Chart setup: RSI 49 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Score 6.0/10, moderate confidence.
Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 27d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
Recent developments
updated 2026-07-06Recent Developments — Moelis & Company
Latest news
- NEWS Moelis’s (NYSE:MC) Q1 CY2026 Earnings Results: Revenue In Line With Expectations But Stock Drops - StockStory — StockStory negative
- NEWS Moelis Posts Record Q1 2026 Revenue and Margin Expansion - TipRanks — TipRanks positive
- NEWS Earnings Flash (MC) Moelis & Company Reports Q1 Revenue $319.8M, vs. FactSet Est of $321.5M - marketscreener.com — marketscreener.com negative
- NEWS Earnings Flash (MC) Moelis & Company Posts Q1 Adjusted EPS $0.50 per Share, vs. FactSet Est of $0.53 - marketscreener.co — marketscreener.com negative
- NEWS Moelis Stock Slides Sharply After Overheated Rally - TipRanks — TipRanks negative
Generated 2026-07-06T03:20:32Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $68.55, but acceptable to hold if already in. Reason: Analyst target reached - limited upside remaining. Chart setup: RSI 49 mid-range, Bollinger mid-band. Maintain position. Not compelling to add more. Target $70.29 (+2.5%), stop $63.75 (−7.5%), A.R:R -0.8:1. Score 6.0/10, moderate confidence.
Take-profit target: $70.29 (+2.5% upside). Target $70.29 (+2.5%), stop $63.75 (−7.5%), A.R:R -0.8:1. Stop-loss: $63.75.
Analyst target reached - limited upside remaining.
Moelis & Company trades at a P/E of 24.7 (forward 17.3). TrendMatrix value score: 6.9/10. Verdict: Hold.
19 analysts cover MC with a consensus score of 3.6/5. Average price target: $72.
What does Moelis & Company do?Moelis & Company is a global independent investment bank founded in 2007, providing M&A, recapitalization,...
Moelis & Company is a global independent investment bank founded in 2007, providing M&A, recapitalization, restructuring, capital markets, and private capital advisory services to corporations, financial sponsors, governments, and sovereign wealth funds. The firm employed 1,416 professionals including 178 Managing Directors across over 20 global offices in 2025; 254 clients paid fees of $1 million or more.